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Vanguard Mortgage-Backed Securities ETF
VMBS

Name Holding Trade Value Shares
Change 		Change in
Stake
PMA
226
Prudent Man Advisors
Illinois
$2.65M +$87.5K +1,903 +3%
BAAM
227
Baker Avenue Asset Management
California
$2.64M +$211K +4,585 +9%
HIM
228
Hanlon Investment Management
New Jersey
$2.61M -$11.5K -251 -0.4%
HW
229
Hancock Whitney
Mississippi
$2.55M -$59.6K -1,296 -2%
AG
230
AlTi Global
New York
$2.51M -$407K -8,844 -14%
AWM
231
Accurate Wealth Management
Florida
$2.49M +$523K +11,384 +26%
MF
232
Montis Financial
Massachusetts
$2.47M +$2.51M +54,578 New
CA
233
CGN Advisors
Kansas
$2.4M +$215K +4,674 +10%
Creative Planning
234
Creative Planning
Kansas
$2.39M +$73K +1,587 +3%
RWS
235
Retirement Wealth Solutions
Wisconsin
$2.38M +$2.44M +53,129 New
AAS
236
Avantax Advisory Services
Texas
$2.35M +$152K +3,297 +7%
RWIA
237
Roger Wittlin Investment Advisory
California
$2.29M -$583K -12,673 -20%
SAW
238
Signal Advisors Wealth
Michigan
$2.28M +$260K +5,650 +13%
P
239
&Partners
Tennessee
$2.27M +$1.56M +34,031 +210%
SOS
240
Silver Oak Securities
Tennessee
$2.27M +$2.3M +49,985 New
VW
241
Veridan Wealth
Oregon
$2.26M +$2.29M +49,775 New
CIA
242
Concurrent Investment Advisors
Florida
$2.25M +$118K +2,564 +5%
VT
243
Vise Technologies
New York
$2.25M +$969K +21,080 +74%
CWM
244
Centurion Wealth Management
Virginia
$2.21M +$874K +19,008 +64%
CWM
245
Certus Wealth Management
California
$2.19M +$26.2K +570 +1%
AF
246
Advisornet Financial
Minnesota
$2.15M -$132K -2,861 -6%
SIM
247
Sterling Investment Management
Arizona
$2.13M +$2.16M +47,028 New
RWM
248
Rialto Wealth Management
New York
$2.11M +$2.14M +46,590 New
JWCA
249
J.W. Cole Advisors
Florida
$2.1M +$98.5K +2,142 +5%
CSB
250
City State Bank
Iowa
$2.08M +$47.4K +1,030 +2%
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